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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
301
Realta Investment Advisors
Delaware
$942K +$505 +10 +0.1%
LFAS
302
Level Four Advisory Services
Texas
$933K -$45.3K -897 -5%
SAM
303
Secure Asset Management
Michigan
$928K +$929K +18,407 New
FHA
304
First Horizon Advisors
Tennessee
$924K -$1.05M -20,897 -53%
HFM
305
Hartford Financial Management
Connecticut
$919K +$218K +4,324 +31%
MMM
306
Mendel Money Management
Illinois
$915K +$578K +11,450 +171%
TCWM
307
Total Clarity Wealth Management
Illinois
$907K +$907K +17,977 New
WS
308
Wedbush Securities
California
$898K -$8.48K -168 -0.9%
SW
309
SteelPeak Wealth
California
$850K +$851K +16,854 New
AWM
310
Aprio Wealth Management
Georgia
$835K +$835K +16,550 New
BFG
311
Bouchey Financial Group
New York
$833K +$2.27K +45 +0.3%
AMIM
312
Aull & Monroe Investment Management
Alabama
$829K +$122K +2,418 +17%
OFS
313
OneAscent Financial Services
Alabama
$829K +$830K +16,435 New
APSP
314
Asset Planning Services (Pennsylvania)
Pennsylvania
$825K +$6.97K +138 +0.9%
BAC
315
Boys Arnold & Co
North Carolina
$801K +$125K +2,474 +18%
CFD
316
Creative Financial Designs
Indiana
$793K -$200K -3,961 -20%
RFN
317
RDA Financial Network
Iowa
$787K +$786K +15,569 New
CF
318
Copperwynd Financial
Arizona
$768K -$505K -10,013 -40%
OC
319
Oppenheimer & Co
New York
$760K -$212K -4,202 -22%
EFS
320
Essex Financial Services
Connecticut
$749K +$345K +6,843 +85%
LAS
321
Lloyd Advisory Services
Georgia
$749K +$749K +14,845 New
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$741K +$742K +14,697 New
SI
323
Stephens Inc
Arkansas
$736K -$10.1K -200 -1%
BCA
324
Berman Capital Advisors
Georgia
$734K – – –
CFA
325
Carroll Financial Associates
North Carolina
$732K +$352K +6,980 +93%
11 12
13
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